Investure LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-198,845
| Closed | -$21.2M | – | 19 |
|
|
2018
Q3 | $21.2M | Hold |
198,845
| – | – | 3.79% | 12 |
|
|
2018
Q2 | $19.5M | Buy |
198,845
+12,000
| +6% | +$1.18M | 2.3% | 12 |
|
|
2018
Q1 | $17.4M | Buy |
186,845
+91,275
| +96% | +$8.51M | 1.65% | 9 |
|
|
2017
Q4 | $9.49M | Buy |
95,570
+40,304
| +73% | +$4M | 1.61% | 9 |
|
|
2017
Q3 | $5M | Buy |
+55,266
| New | +$5M | 1.03% | 9 |
|